Full list

Supported Triggers & Actions

Everything you can automate between telecrm and Rev AI.

When this happensTriggers

A trigger is an event that starts a workflow.

When a lead is updated

When a lead is updated

Runs the workflow automatically whenever any lead is updated in the account.

New Lead Is Created

New Lead Is Created

Runs when new lead is created

New Topic Extraction

New Topic Extraction

Trigger when new topic extraction is created.

New Submit Sentiment Analysis

New Submit Sentiment Analysis

Trigger when new submit analysis .

New Force Alignment Job

New Force Alignment Job

Trigger when new force alignment is created.

Request a new Trigger for telecrm

Do thisActions

Action is the task that follows automatically within your telecrm integrations.

Create Lead

Create Lead

Add a new lead or update an existing lead by phone; optionally set name, email, status, rating, assignee, and add payment or custom actions.

Update Lead Details

Update Lead Details

Update lead information

Search Leads

Search Leads

Find leads by name or email

Submit Topic Extraction Job

Submit Topic Extraction Job

Starts an asynchronous job to extract topics from a transcript.

Delete Topic Extraction

Delete Topic Extraction

Delete an existing topic extraction.

Submit Sentiment Analysis

Submit Sentiment Analysis

Starts an asynchronous job to analyze sentiments in a transcript.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

Trusted by Thousands. Recognized by the Best.

Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.

Workflow: Auto Close Inactive viaSocket Connections
YOU
◆AI Workflow Builder

From idea to automation.
AI will build it for you

Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.

No coding required|Review before publishing|Works with 2,300+ apps
Create with AI

Need help building your workflow?

Get help instantly from AI or reach out to our support team.

viaSocket Support

We're here to help

Online
Support agent
What can I help you with?
How can I set trigger?
10:30 AM ✓

Instant answers

AI assistant available 24/7

Expert support

Connect with our specialists

Trusted & secure

Your data is safe with us

Start automating telecrm and Rev AI free

No credit card required. Set up your first workflow in minutes.

Frequently Asked Questions

How do I connect telecrm and Rev AI?

Sign up for a free viaSocket account, then authorize both your telecrm and Rev AI accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between telecrm and Rev AI as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from telecrm to Rev AI?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Rev AI. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where telecrm triggers actions in Rev AI, and a separate workflow where Rev AI triggers actions in telecrm. Both run independently and in real time.

What happens if a step in the workflow fails?

viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between telecrm and Rev AI. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire telecrm and Rev AI integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.